After consulting the patient, the practitioner is able to create a letter. This can be used to inform the patient about the performed consultation, and the suggested treatment.
Please note: the consultation letter is intended for the patient, to inform them about the consultation and the suggested treatment. It cannot be sent directly to the patient’s GP. To inform the GP about a performed treatment, use the GP letter instead.
You can set up a default clinic template for consultation letters. It's possible to set two kind of consultation letters:
Category specific (applies to all treatments within a category).
Treatment specific (applies to specific treatments).
You can choose whether a consultation letter should be created by default, and supply a category-specific text.
During a consultation, the practitioner is able to edit the consultation letter that is generated from the templates. This allows the practitioner to add relevant information about the specific consultation of the patient.
To find and edit the consultation letter templates:
Open the menu and click Record Settings.
Go to the Treatment plan/quote section.
Click Consultation Letter.
Here you find the templates for the consultation letter. They are used per treatment category or treatment, and can still be edited manually per record.
Click the Header and Footer section to edit the default header and footer for all consultation letters in your clinic:
Category-Specific Templates
Click one of your treatment categories to set up the consultation letter for that specific treatment category. Keep in mind that this template will be applied to all treatments in the same category.:
Tick the checkbox to enable creating a consultation letter for that category. If enabled, you can enter a category-specific text that will be included in the consultation letter.
When multiple treatment categories are active at the same time, the category-specific texts will be combined automatically in the consultation letter of that record.
Treatment-specific consultation letter templates
Besides configuring category-specific consultation letters, it’s also possible to configure treatment-specific templates for consultation letters.
This is helpful when you want to send a letter to your patient after a consultation, but you’d like to use a different text based on the treatment that you added in the treatment plan.
For example, assume there’s a category ‘Breast Augmentation’, which holds different kind of surgical breast augmentation treatments. It’s possible to create a consultation letter template for each different type of treatment within this category.
Email Templates
To edit the email templates that are used when sending the consultation letter, open menu > Clinic Settings > Email & SMS messaging > Records in the app. The template Consultation Letter is used when sending the consultation letter to the patient.
